Financial Services Professional

3 weeks ago


New Haven, Connecticut, United States The WRS Group - Symmetry Financial Full time

The WRS Group - Symmetry Financial is seeking experienced life insurance agents or those willing to learn and grow with our team.

We prioritize providing excellent customer service and building strong relationships with our clients. Our agents help families in their regional area or whatever territory they choose, working remotely with full control of their schedule and income.

We assist families with financial planning strategies in areas such as mortgage protection life insurance, whole life, term life, accidental, critical illness, and more. We take great pride in the service we provide to our clients because they trust us with one of life's most important decisions: their family's financial future.

Key Responsibilities
  • Taking leads on a weekly basis.
  • Consulting openly and honestly with uplines and mentors.
  • Maintaining healthy relationships with clients, carriers, and uplines.
  • Following applications through to approval, working with both the client and the carrier.

We offer a dynamic estimated salary of $50,000 - $70,000 per year, based on your performance and sales goals.


  • Financial Strategist

    2 weeks ago


    New Haven, Connecticut, United States National Financial Network Full time

    About the RoleAs a key member of our team, you will be responsible for providing exceptional financial guidance to clients, helping them achieve their goals through tailored planning services.We are seeking an ambitious and strategic individual to join our ranks. With a strong focus on client relationships, you will identify opportunities to drive growth and...


  • New Haven, Connecticut, United States Century Business Services Full time

    Company OverviewCentury Business Services, a leading provider of accounting and advisory services, has merged with CBIZ to form a powerhouse in the industry. This strategic union brings together two renowned organizations, uniting their expertise and resources to deliver unparalleled value to clients.CBIZ is proud to have received numerous national...

  • Financial Accountant

    3 weeks ago


    New Haven, Connecticut, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a highly skilled Financial Accountant to join our team at Creative Financial Staffing, a leading staffing agency specializing in accounting and finance professionals. The ideal candidate will possess excellent accounting skills and knowledge, with experience in payroll and tax accounting.The selected candidate will report...


  • New Haven, Connecticut, United States Century Business Services Full time

    About Century Business ServicesWe are thrilled to announce our partnership with CBIZ, a leading provider of accounting and advisory services. As part of this exciting new chapter, we remain committed to delivering high-quality service and support to a diverse range of industries.Industries We ServeHealthcareReal EstateConstructionRetail & Consumer...


  • New Haven, Connecticut, United States Century Business Services Full time

    Century Business Services">About Us: Century Business Services is proud to announce its partnership with CBIZ, a leading provider of accounting and advisory services. This strategic alliance enables us to offer our clients a broader range of expertise and resources, while maintaining the same level of dedication and excellence they have come to expect from...


  • New Haven, Connecticut, United States Accounting System Integrators Full time

    About the RoleWe are seeking a highly motivated and organized Financial Services Assistant to join our team at Accounting System Integrators. In this entry-level position, you will have the opportunity to work closely with our senior software solutions manager in daily tasks related to an ERP accounting software system.As a Financial Services Assistant, you...


  • New Haven, Connecticut, United States Peterson Agency Full time

    Company OverviewPeterson Agency, a renowned player in the life insurance industry, is seeking highly motivated individuals to join its team as Financial Services Consultants. With a proven track record of success and a reputation for excellence, we offer a unique opportunity for career growth and financial stability.In this role, you will be responsible for...


  • New Haven, Connecticut, United States Northwestern Mutual - West Hartford Full time

    Unlock Your Potential with a Career in Wealth ManagementWealth Management Associates play a vital role in helping clients achieve financial security by developing and implementing personalized financial plans. At Northwestern Mutual, we offer a unique opportunity for individuals to build a fulfilling career in a fast-paced and entrepreneurial environment.As...


  • New Haven, Connecticut, United States Webster Bank Full time

    **Webster Bank Overview**At Webster Bank, we put people first. Founded in 1935, our focus has always been on helping individuals, families, businesses, and colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities.We value Integrity, Collaboration, Accountability,...


  • New Haven, Connecticut, United States Lighthouse Professional Services Full time

    We are looking for a highly skilled Resident Engineer to join our team at Lighthouse Professional Services. As the resident engineer, you will be responsible for overseeing all aspects of project work, including project management, safety, and team leadership.ResponsibilitiesProject Oversight: Manage a team of construction professionals to ensure project...


  • New Haven, Connecticut, United States Disability Solutions Full time

    About the RoleThis Financial Services Relationship Manager position at Bank of America involves developing and maintaining strong relationships with clients across the region, providing tailored financial solutions to meet their unique needs.Key ResponsibilitiesBuild and maintain relationships with senior-level clients to provide exceptional customer service...


  • New Haven, Connecticut, United States Lighthouse Professional Services Full time

    With over 50 years of experience placing people with both small and global companies, Lighthouse Professional Services is proud to be a 'Best in Staffing 2024' award winner. As a leading provider of staffing solutions, we serve clients nationwide from our offices in New York, Connecticut, and Massachusetts. We are currently seeking an experienced EHS Manager...


  • New London, Connecticut, United States The Colony Group Full time

    **About the Role**Focusing on providing exceptional wealth management services to clients, we are seeking a skilled Wealth Advisor to join our team at The Colony Group.As a Wealth Advisor, you will play a crucial role in developing and implementing comprehensive financial plans tailored to each client's unique needs. This involves analyzing investment...


  • New Haven, Connecticut, United States National Financial Network Full time

    Job Summary:As an Insurance Customer Service Specialist at National Financial Network, your primary responsibility will be to provide exceptional customer service while onboarding new clients and maintaining existing relationships. You will also identify new client insurance needs and develop personalized plans to meet their requirements.Main...


  • New Haven, Connecticut, United States Insight Global Full time

    Job DescriptionThe Financial Assistant provides a high level of financial, administration and clerical support to the Business Office. This position works with the business office to complete the monthly financial review, coordinates procurement and accounts payable activities, monitors, prepares and approves expense reports, prepares journal entries,...


  • New Haven, Connecticut, United States National Financial Network Full time

    Job DescriptionWe are seeking a skilled life insurance agent to join our team at National Financial Network. As a key member of our sales team, you will play a crucial role in helping our clients achieve their financial goals.


  • New Haven, Connecticut, United States Lighthouse Professional Services Full time

    Key ResponsibilitiesInspect and approve all contractor site work, ensuring conformance with contract documents and quality standards; inform of substandard work and ensure remedial action is taken.Prepare daily inspection reports documenting all project work activities and events.Perform field measurements and assessments of project work completed, and...


  • New Haven, Connecticut, United States Spieldenner Financial Group Full time

    Company OverviewSpieldenner Financial Group is part of the fastest-growing insurance organization in the country, with a focus on getting agents paid quickly, keeping costs minimal, and providing training and support for success.


  • West Haven, Connecticut, United States West Haven Community House Full time

    Job OverviewThe West Haven Community House seeks a highly skilled Financial Services Manager to oversee its financial operations. This is an excellent opportunity for a motivated individual to join our team and contribute to the organization's success.As a key member of our finance department, the Financial Services Manager will be responsible for ensuring...


  • New Haven, Connecticut, United States The Mary Wade Home Incorporated Full time

    Job OverviewThe Mary Wade Home Incorporated seeks an experienced Chief Financial Officer to lead its financial operations. The successful candidate will have a strong background in healthcare finance, with experience in managing the financial requirements of multiple lines of service and a multi-level corporate structure.The CFO will be responsible for...